Set Up an Agreement to Notify Agents about the Agreement Expiry
To set up an agreement to notify agents about the agreement expiry, follow these steps:
- Use the Purchase Agreements work area to create a new agreement or edit an existing one.
- On the agreement's Controls tab, in the Notification Controls section, add a new row to the table.
- In the Condition column, select Expiration.
- Use the Start Date and End Date fields to define a period for notifying agents about the agreement expiry.
- Click Save.